GWMIA
AME icon

Global Wealth Management Investment Advisory’s Ametek AME Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-26
Closed -$4.29K – 151
2023
Q4 		$4.29K Buy
+26
New +$3.96K ﹤0.01% 344

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Global Wealth Management Investment Advisory's AME Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Ametek (AME) in Q1 2024, closing a stake of 26 shares — an estimated $4.29K sold.

Global Wealth Management Investment Advisory first reported a position in AME in Q4 2023 and held it in 1 quarter. The position peaked at $4.29K in Q4 2023. 908 funds tracked by Wall St. Rank hold AME as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Ametek position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 26 Ametek shares in Q1 2024, an estimated $4.29K.
  • Global Wealth Management Investment Advisory first reported a position in Ametek in Q4 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Ametek position peaked at $4.29K in Q4 2023.
  • 908 funds tracked by Wall St. Rank held Ametek as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.